LEMAITRE VASCULAR INC (NASDAQ:LMAT) shows strong growth, high profitability, and solid financial health, making it a candidate for quality investors. The stock meets key criteria with a 31.7% ROIC and manageable debt.
A number of stocks fell in the afternoon session after the U.S. administration announced a sharp escalation in trade tensions by threatening new tariffs on Canada. The wider market sentiment turned negative after the White House announced plans to impose a 35% tariff on Canadian imports, sparking renewed fears of a trade war. This news prompted a sell-off across major U.S. indexes, including the S&P 500 and the Dow Jones Industrial Average, as investors grew concerned about the potential economic impact of escalating protectionist policies.
The healthcare sector is especially vulnerable to such tensions due to its deeply integrated supply chains with Canada for pharmaceuticals and medical devices, meaning increased costs and potential disruptions.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Intuitive Surgical (NASDAQ:ISRG) and the rest of the surgical equipment & consumables - specialty stocks fared in Q1.
Medical device company LeMaitre Vascular (NASDAQ:LMAT) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 12% year on year to $59.87 million. The company expects next quarter’s revenue to be around $62.5 million, close to analysts’ estimates. Its GAAP profit of $0.48 per share was 4.6% below analysts’ consensus estimates.
A cash-heavy balance sheet is often a sign of strength, but not always.
Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.
Let’s dig into the relative performance of LeMaitre (NASDAQ:LMAT) and its peers as we unravel the now-completed Q1 surgical equipment & consumables - specialty earnings season.
Shares of medical device company LeMaitre Vascular (NASDAQ:LMAT)
fell 12.2% in the afternoon session after the company reported weak first quarter 2025 results with a significant miss on full-year EPS guidance and underwhelming EPS guidance for next quarter. On the other hand, LeMaitre's full-year revenue guidance topped analysts' expectations and organic revenue outperform Wall Street's estimates. Still, this was a weaker quarter.
Medical device company LeMaitre Vascular (NASDAQ:LMAT) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 12% year on year to $59.87 million. Guidance for next quarter’s revenue was optimistic at $62.5 million at the midpoint, 2.2% above analysts’ estimates. Its GAAP profit of $0.48 per share was 4.6% below analysts’ consensus estimates.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at LeMaitre (NASDAQ:LMAT) and the best and worst performers in the surgical equipment & consumables - specialty industry.
Healthcare companies are pushing the status quo by innovating in areas like drug development and digital health. But speed bumps such as inventory destockings have persisted in the wake of COVID-19,
and over the past six months, the industry has pulled back by 14.8%. This performance was worse than the S&P 500’s 8.5% decline.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how surgical equipment & consumables - specialty stocks fared in Q4, starting with Teleflex (NYSE:TFX).
Over the past six months, LeMaitre’s shares (currently trading at $83.18) have posted a disappointing 10.5% loss while the S&P 500 was down 4.1%. This may have investors wondering how to approach the situation.
Looking back on surgical equipment & consumables - specialty stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Integra LifeSciences (NASDAQ:IART) and its peers.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the surgical equipment & consumables - specialty industry, including Intuitive Surgical (NASDAQ:ISRG) and its peers.
Medical device company LeMaitre Vascular (NASDAQ:LMAT) missed Wall Street’s revenue expectations in Q4 CY2024, but sales rose 14% year on year to $55.72 million. Next quarter’s revenue guidance of $57.7 million underwhelmed, coming in 1.6% below analysts’ estimates. Its GAAP profit of $0.49 per share was in line with analysts’ consensus estimates.
